IVVM vs DWUS overlap
3 institutions report holding both IVVM and DWUS.
IVVMDWUS
Pick 2 to 4 ETFs.
We don’t have holdings for IVVM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
3
institutions report holding both, of 43 holding any
IVVM4.4% of its 13F dollars, 8.1% of its 37 holders
DWUS22.7% of its 13F dollars, 33.3% of its 9 holders
Largest institutions holding both
| Firm | IVVM | DWUS |
|---|---|---|
| Osaic Holdings, Inc. | $1.0M | $25.9M |
| LPL Financial LLC | $4.2M | $457K |
| MML Investors Services, LLC | $266K | $2.0M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: IVVM institutional holders, DWUS institutional holders.
Frequently asked questions
Do institutions hold both IVVM and DWUS?
3 Form 13F filers report positions in both, out of 43 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.